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Technology Stocks : Winstar Comm. (WCII) -- Ignore unavailable to you. Want to Upgrade?

To: Bernard Levy who wrote (9503)	12/7/1998 9:58:00 PM
From: Hal Barnett	Respond to of 12468

Bernard, The regional CLECs would be a very attractive acquisition for a backbone provider. I could see a combination of companies in the future that would knit together a version of the old Bell System focused on the higher margin business and data customers. The residential customers would be left to the cable companies. RCNC is one company that is focused on cable and residential users along with their ISP, EROLs. They are in the high population density Washington-Philadelphia-New York-Boston corridor. My experience of ten years ago indicated that about half of all domestic Internet packets originate or terminate in this corridor. RCNC is partnering with a Boston Edison subsidiary for building out the HFC infrastructure in the Boston area. RCNC has a slower rate of revenue growth but this will probably bump up sharply as their infrastructure is established. WCII is a glaring example of a business centered, future MCI-WorldCom in the making. The top five CLEC revenue growers all doubled their trailing 4 quarters 12/97 revenues in nine months. Regards, ...Hal